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  • 16-May-12 – Under pressure - Updated Tue May 15, 2012

    Top 3 data/events • Japan – Q1 GDP likely improved, but not by much • Singapore – Q1 GDP likely to be revised up from earlier estimate • US – FOMC minutes to shine a light on the chances for further QE Market focus • The sell-off in IDR governm...

  • 15-May-12 – Relative value in Asia - Updated Mon May 14, 2012

    Top 3 data/events • Japan – A contraction in machinery orders is likely • UK – BoE’s Inflation Report to provide insight into the possibility of further QE • US – Consumer spending continues to expand Market focus • Asian bonds have underperfo...



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In Media

Global Focus - The world in transition

The world economy is in transition. Global growth rates are picking up, but transition means elevated risks and volatility. In terms of global implications, all eyes will be on the US and China, with the US normalising monetary policy and China rebalancing its economy.